West Oak Capital’s iShares Select Dividend ETF DVY Stock Holding History

West Oak Capital’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$924	Hold	650	–	–	0.04%	141
2025 Q2	$863	Hold	650	–	–	0.03%	150
2025 Q1	$873	Hold	650	–	–	0.03%	154
2024 Q4	$853K	Hold	650	–	–	0.03%	154
2024 Q3	$878	Hold	650	–	–	0.02%	156
2024 Q2	$78.6K	Hold	650	–	–	0.03%	164
2024 Q1	$80K	Hold	650	–	–	0.03%	163
2023 Q4	$76K	Hold	650	–	–	0.04%	163
2023 Q3	$70K	Hold	650	–	–	0.03%	160
2023 Q2	$73.6K	Hold	650	–	–	0.04%	159
2023 Q1	$76.2K	Hold	650	–	–	0.04%	155
2022 Q4	$78K	Hold	650	–	–	0.04%	143
2022 Q3	$70K	Sell	650 -400	-38%	-$47.9K	0.04%	156
2022 Q2	$124K	Hold	1,050	–	–	0.07%	133
2022 Q1	$135K	Hold	1,050	–	–	0.06%	139
2021 Q4	$129K	Hold	1,050	–	–	0.05%	148
2021 Q3	$120K	Hold	1,050	–	–	0.05%	150
2021 Q2	$122K	Hold	1,050	–	–	0.05%	148
2021 Q1	$120K	Hold	1,050	–	–	0.05%	142
2020 Q4	$101K	Hold	1,050	–	–	0.05%	143
2020 Q3	$86K	Hold	1,050	–	–	0.05%	139
2020 Q2	$85K	Hold	1,050	–	–	0.05%	142
2020 Q1	$77K	Hold	1,050	–	–	0.05%	141
2019 Q4	$111K	Hold	1,050	–	–	0.06%	134
2019 Q3	$107K	Hold	1,050	–	–	0.06%	133
2019 Q2	$105K	Hold	1,050	–	–	0.06%	138
2019 Q1	$103K	Hold	1,050	–	–	0.06%	138
2018 Q4	$93.8K	Hold	1,050	–	–	0.07%	133
2018 Q3	$105K	Hold	1,050	–	–	0.06%	142
2018 Q2	$103K	Hold	1,050	–	–	0.06%	142
2018 Q1	$99.9K	Buy	+1,050	New	+$103K	0.06%	146
2017 Q4	–	Sell	-1,050	Closed	-$98.3K	–	307
2017 Q3	$98.3K	Sell	1,050 -205	-16%	-$19K	0.06%	152
2017 Q2	$116K	Sell	1,255 -100	-7%	-$9.2K	0.07%	141
2017 Q1	$123K	Hold	1,355	–	–	0.08%	135
2016 Q4	$120K	Sell	1,355 -25	-2%	-$2.15K	0.08%	136
2016 Q3	$118K	Hold	1,380	–	–	0.08%	134
2016 Q2	$118K	Buy	1,380 +305	+28%	+$25.1K	0.08%	128
2016 Q1	$87.8K	Hold	1,075	–	–	0.07%	128
2015 Q4	$80.8K	Hold	1,075	–	–	0.06%	132
2015 Q3	$78.2K	Hold	1,075	–	–	0.06%	136
2015 Q2	$80.8K	Hold	1,075	–	–	0.06%	132
2015 Q1	$83.8K	Hold	1,075	–	–	0.06%	133
2014 Q4	$85.4K	Hold	1,075	–	–	0.06%	128
2014 Q3	$79.4K	Hold	1,075	–	–	0.06%	129
2014 Q2	$82.8K	Hold	1,075	–	–	0.06%	127
2014 Q1	$78.8K	Hold	1,075	–	–	0.06%	128
2013 Q4	$76.7K	Hold	1,075	–	–	0.06%	129
2013 Q3	$71.3K	Hold	1,075	–	–	0.06%	128
2013 Q2	$68.8K	Buy	+1,075	New	+$69.6K	0.06%	129

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Oak Capital's DVY Position: Q3 2025 in Review

West Oak Capital held its iShares Select Dividend ETF (DVY) position steady in Q3 2025 at 650 shares worth $924. The position accounts for 0.04% of the portfolio, ranked #141.

West Oak Capital first reported a position in DVY in Q2 2013 and has held it in 49 quarters since. The position peaked at $853K in Q4 2024. 1,306 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

West Oak Capital held 650 shares of iShares Select Dividend ETF worth $924 as of Q3 2025.
West Oak Capital left its iShares Select Dividend ETF share count unchanged in Q3 2025.
iShares Select Dividend ETF made up 0.04% of West Oak Capital's portfolio in Q3 2025, its #141 holding.
West Oak Capital first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 49 quarters since.
West Oak Capital's iShares Select Dividend ETF position peaked at $853K in Q4 2024.
1,306 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.